Civic Intelligence

Giving Tree Foundation

990PF • Fiscal year 2022 • EIN 87-4119869

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

3209 Valley Oak DriveLoveland, CO 80538

(970) 443-2900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

96th percentile

1.00x

Higher debt load relative to revenue than 96% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

1st percentile

-394900%

Higher net margin than 1% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-3.3%

Faster asset growth than 42% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$116,050

Down $3,950 (-3.3%) from 2021

Net Assets

Down

$116,050

Down $3,950 (-3.3%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue

Down

$1

Down $119,999 (-100%) from 2021

Expenses

Up

$3,950

Up $3,950 from 2021

Net Income

Down

-$3,949

Down $123,949 (-103%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2021: $120,000Liabilities 2021: $1Net Assets 2021: $120,0002021Assets 2022: $116,050Liabilities 2022: $1Net Assets 2022: $116,0502022Assets 2023: $115,155Liabilities 2023: $1Net Assets 2023: $115,1552023Assets 2024: $122,415Liabilities 2024: $0Net Assets 2024: $122,4152024

Highlighted filing

2022

Assets$116,050
Liabilities$1
Net Assets$116,050

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2021: $120,000Expenses 2021: $0Net Income 2021: $120,0002021Revenue 2022: $1Expenses 2022: $3,950Net Income 2022: -$3,9492022Revenue 2023: $26,850Expenses 2023: $27,745Net Income 2023: -$8952023Revenue 2024: $41,168Expenses 2024: $33,908Net Income 2024: $7,2602024

Highlighted filing

2022

Revenue$1
Expenses$3,950
Net Income-$3,949
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyle R LundyPresidentPT$0--
Tate E LundyVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
The Giving Tree Foundation
EIN
87-4119869
Phone
9704432900
Address
3209 Valley Oak Drive, Loveland, CO 80538

Signing Officer

Name
Kyle Lundy
Title
President
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Carson Group Advanced Solutions Tax & Accounting
Address
13710 Struthers Rd Ste 220, Colorado Springs, CO 80921
Preparer
Xi Zeng CPA
Phone
7194871200
Raw XML Appendix193 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/Filer/BusinessNameControlTxt0GIVI
ReturnHeader/Filer/EIN0874119869
ReturnHeader/Filer/PhoneNum09704432900
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080921
ReturnHeader/PreparerPersonGrp/PhoneNum07194871200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Xi Zeng CPA
ReturnHeader/ReturnTs02023-11-15T14:47:01-08:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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